See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,018 | $36,916-51.2% | $156,549-88.5% | $57,658-68.8% |
| Participation rate | 63.7% | 63.4%+0.3pp | 84.0%-20.3pp | 70.2%-6.5pp |
| Annual return | 7.10% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $783 | $1,571-50.2% | $5,501-85.8% | $1,974-60.3% |
| Participant deferral / active EE | $1,023 | $1,926-46.9% | $4,871-79.0% | $3,061-66.6% |
| Admin fee / account holder | $3 | $82-96.1% | $13,027-100.0% | $95-96.6% |